Emily Sipes, CFP®
Sr. Client Development Associate
Ethan Klie
Client Dev Associate
Fred Xuereb
Sr. Client Development Associate
Jackie Steczkowsk
Regional Sales Associate
Jacques Jagr
Sr. Client Development Associate
Jahyra Robinson
Service Operations Associate
James Bondar
Client Development Associate
James Werner
Sr. Manager, Client Development Associate
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Associate Vice President
Kirk Fagot
Service Operations Associate
Lacy Hartzler
Sr. Client Development Associate
Lwel Htoo
Relationship Manager
Marzena Hanek
Client Development Associate
Matt Snyder
Regional Sales Associate
Murphy Adriano-Rhodes
Sr. Manager, Direct Client Development
Nikki Ivins
Sr. Client Development Associate
Peter Frisell
Service Operations Associate
Sam Reys
Relationship Manager
Spencer Anderson
Regional Sales Associate

